Take your Front Office to the next level with online & mobile FA
Our platform is the central analysis and decision-support platform that is designed especially for portfolio managers covering a wide range of asset classes and instrument types. Our asset management software includes intuitive position analysis and investment-simulation capabilities with relevant risk and performance metrics.
Our integrated CRM functionality is designed for the financial industry and enables you to view essential parameters and metrics such as client details, tax rules, client transactions and bank account information. You’ll also get a portfolio overview, overview of performance measurement figures and compliance limit exposure. The solution is fully integrated with Trade Order management and all other features.
We deliver FA Platform for Front Office as an integrated enterprise solution or as a stand-alone platform. With us you get automated front office workflows and task management with real time position and transaction view. The solution reduces your operational risk, allows efficient generation of strategies, and supports multiple investment processes, strategies, asset classes, and management tasks – everything on a single platform.
“At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.”Lilian Bergström, S-Pankki
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Top Features for Front Office
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Front Office user typically considers important for them.
Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
Model Portfolios and Rebalancing
Apply your models to your portfolios efficiently with FA’s intelligent rebalancing logic.
Transactions and Trade Orders
Manage an entire life cycle of a trade in an integrated, compliant, and transparent way.
Customer Onboarding and CRM
We provide you with MiFID II compliant client onboarding, CRM designed for the financial industry, and secure online access for your end customers
Online Access for Your Customers
Let your customers view and analyse their investments whenever they want and wherever they are with secure authentication.
Accurate Investment Analysis
Get a comprehensive overview of your customer’s investments and analyse their portfolios from different angles.
Top things to know:
|1||Online & mobile access|
|2||View client situation and report on demand whenever – where-ever|
|3||Integrated sales process with the set of MiFiD rules|
|4||Track and manage client interactions and related metrics|
|5||Create new client accounts and portfolios|
|6||Integrated sales and activity reporting|
|7||Get an overview of client interactions|
|8||Single sign on (SSO)|
|1||Integrated CRM module with client and investor data|
|2||Real time position, transaction and performance information|
|4||Dashboards for summary data at a glance|
|5||Advanced query and search capabilities|
|6||Business intelligence reporting capabilities|
|7||Automated reconciliation of trade information, settlement data, transactions and positions|
|8||GIPS-compliant composite reporting and maintenance|
|9||Outsourced reconciliation and data management option|
|1||one software platform for investment management|
|2||the ready availability of your business|
|3||always the latest release included in monthly fee|
|4||continuity and security plan|
|5||additional features and modules as your business grows|
Latest client stories labeled for Front Office
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
SP CapitalJuly 19, 2015"FA was a right choice due to their solution portfolio from sales to back office." - Henry Nurminen, SP Capital
Content labeled for Front Office
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FA version 3.1 adds support for FX products, improves usability, and moreJanuary 10, 20192019 started with a bang, as the FA team pushed the new FA version 3.1 out just before the holidays. One of the highlights of ... Read More
Power up your Asset Management company with an integrated CRMNovember 28, 2018Modern challenges call for modern solutions. If your Asset Management business relies on outdated software for customer data management, you are missing opportunities to optimize ... Read More
Strategic allocation across entire wealth without bordersNovember 15, 2018There are plenty of portfolio managers and investors struggling within the same issue globally: asset consolidation. When the number of custodians, brokers and other asset ... Read More
All about the brand-new FA version 3.0November 8, 2018“This looks amazing!” … is the initial reaction of FA users when they log into the new FA 3.0 Platform. Olli Jahkola, a Product Manager ... Read More
We work closely with you to find
the best solution for your business.
We make your business always accessible
with every device.
With us you will have an investment management platform that grows with you.
We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
With us you will always have the latest release of the software. Included in the price.